JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,073 | -6.2% | 2,769 | -2.4% | 0.05% | +4.0% |
| Q2 2023 | $277,372 | +21.0% | 2,837 | +18.3% | 0.05% | +8.7% |
| Q1 2023 | $229,272 | -41.1% | 2,398 | -36.5% | 0.05% | -27.0% |
| Q1 2022 | $389,000 | -8.7% | 3,774 | -7.8% | 0.06% | -7.4% |
| Q4 2021 | $426,000 | -4.7% | 4,094 | -13.1% | 0.07% | -9.3% |
| Q3 2021 | $447,000 | +0.4% | 4,713 | +2.5% | 0.08% | +10.3% |
| Q2 2021 | $445,000 | +46.4% | 4,596 | +11.9% | 0.07% | +44.7% |
| Q3 2020 | $304,000 | – | 4,106 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |